We are live on ! Find out more
ZUO

Zuora, Inc.

Delisted

ZUO was delisted on the 13th of February, 2025.

215 hedge funds and large institutions have $1.25B invested in Zuora, Inc. in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $508K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more capital invested

Capital invested by funds: $948M → $1.25B (+$299M)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

8% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 72

4% less funds holding

Funds holding: 223215 (-8)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
66
Increased
59
Reduced
59
Closed
72
Calls
$3.28M
Puts
$508K
Net Calls
+$2.77M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
176
WhitTier Trust Company
Nevada
$55.6K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.4K -$19.4K -2,000 -27%
AB
178
Amalgamated Bank
New York
$46K
SS
179
SBI Securities
Japan
$41.1K +$40.2K +4,140 New
VI
180
Vestcor Inc
New Brunswick, Canada
$40K +$38.7K +3,984 New
SAM
181
Smartleaf Asset Management
Massachusetts
$27.2K +$8.46K +872 +47%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$27K -$37.5K -3,861 -59%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$26.3K -$437 -45 -2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$22.5K +$3.59K +370 +20%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$19.8K
VCM
186
Versant Capital Management
Arizona
$10.5K +$6.23K +642 +155%
S
187
SignatureFD
Georgia
$10.2K -$3.4K -350 -25%
PB
188
Pinnacle Bancorp
Nebraska
$10K
AF
189
Advisornet Financial
Minnesota
$7.94K
QCG
190
Quadrant Capital Group
Ohio
$6.48K -$1.64K -169 -21%
ATC
191
Adirondack Trust Company
New York
$4.9K
US Bancorp
192
US Bancorp
Minnesota
$3.25K
FFWM
193
Future Financial Wealth Management
Ohio
$2.98K
Russell Investments Group
194
Russell Investments Group
United Kingdom
$2.62K -$797K -82,189 -100%
PWMG
195
Private Wealth Management Group
New Jersey
$2.42K
AAP
196
Arax Advisory Partners
Colorado
$2.39K -$485 -50 -17%
BHWM
197
Beaird Harris Wealth Management
Texas
$2.16K
C
198
Covestor
United Kingdom
$2K +$291 +30 +21%
PS
199
Principal Securities
Iowa
$1.98K
AA
200
Ancora Advisors
Ohio
$1.98K +$1.94K +200 New

ZUO Hedge Fund Activity: Q4 2024 in Review

215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zuora, Inc. (ZUO) for Q4 2024, worth a combined $1.25B — up 32% from $948M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ZUO and 66 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $84.7M. The largest seller was Scalar Gauge Management, cutting an estimated $48.4M.

  • 215 institutional investors held Zuora, Inc. (ZUO) as of Q4 2024, down from 223 in Q3 2024.
  • Funds reported $1.25B of Zuora, Inc. stock for Q4 2024, up 32% quarter-over-quarter.
  • 66 funds opened new Zuora, Inc. positions in Q4 2024 and 72 closed out, a net change of -6 holders.
  • The largest Zuora, Inc. buyer in Q4 2024 was UBS Group, an estimated $84.7M added.
  • The largest Zuora, Inc. seller in Q4 2024 was Scalar Gauge Management, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.